Analyzes, approves, and monitors all alternative investments products (e.g., private equity, private credit, hedge funds, real estate, infrastructure, and commodities)
Manages the Alternative Investments team, which assists advisors with portfolio construction, as well as individual investment research and analysis
Is a Chartered Financial Analyst®(CFA®) charterholder and holds the Chartered Alternative Investment Analyst (CAIA) designation and the FINRA Series 7, 24, 63, and 65 securities registrations
Earned a BS in economics from Bates College
Has prior experience in a position at Investors Bank & Trust
